AWM
TPZ

Activest Wealth Management’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Activest Wealth Management’s Portfolio TPZ Stock Details TPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3
Closed – – 471
2022
Q3 		$0 Hold
3
– – ﹤0.01% 601
2022
Q2 		$0 Hold
3
– – ﹤0.01% 400
2022
Q1 		$0 Hold
3
– – ﹤0.01% 376
2021
Q4 		$0 Hold
3
– – ﹤0.01% 407
2021
Q3 		$1K Hold
3
– – ﹤0.01% 367
2021
Q2 		$1K Buy
+3
New +$39 ﹤0.01% 327

Other funds holding TPZ

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Activest Wealth Management's TPZ Position: Q4 2022 in Review

Activest Wealth Management sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q4 2022, closing a stake of 3 shares.

Activest Wealth Management first reported a position in TPZ in Q2 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2021. 32 funds tracked by Wall St. Rank hold TPZ as of Q4 2022.

  • Activest Wealth Management reported no remaining Tortoise Electrification Infrastructure ETF position as of Q4 2022 after selling out during the quarter.
  • Activest Wealth Management sold 3 Tortoise Electrification Infrastructure ETF shares in Q4 2022.
  • Activest Wealth Management first reported a position in Tortoise Electrification Infrastructure ETF in Q2 2021 and held it in 6 quarters.
  • Activest Wealth Management's Tortoise Electrification Infrastructure ETF position peaked at $1K in Q3 2021.
  • 32 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q4 2022.

Based on Activest Wealth Management's 13F filing for Q4 2022, filed 18 Jan 2023.